RT 外汇交易员 (@myfxtrader)截至9月30日，阿里巴巴员工总数为12.66万人，6月30日为12.37万人。🗒️环比增加2.3%，同比减少36%。 https://t.co/zdjkm6JDOP ...

截至9月30日，阿里巴巴员工总数为12.66万人，6月30日为12.37万人。🗒️环比增加2.3%，同比减少36%。 https://t.co/zdjkm6JDOP ...

格隆汇11月25日｜阿里巴巴(BABA.US)盘前直线拉升，一度涨超3%。消息面上，阿里巴巴第二财季营 收2,478.0亿元(人民币，下同)，预估2,452亿元；调整后每ADS收益4.36元，预估6.34元；中国电商事业 集团收入1,325.8亿元；调整后净利润103.5亿元，预估168亿元。阿里巴巴表示，AI+云与消费两大核心 业务本季度持续实现强劲增长。第二季度云智能集团收入398.2亿元，同比增长34%，市场预估379.9亿 元。 来源：格隆汇APP ...

Financial Performance - Alibaba Group's capital expenditure on AI + cloud infrastructure totaled approximately 120 billion RMB over the past four quarters [1] - Immediate retail business revenue reached 2290.6 million RMB, a 60% year-over-year increase [1] Business Development - The growth in immediate retail revenue is primarily attributed to the increased order volume resulting from the "Taobao Flash Sale" launched at the end of April 2025 [1]

阿里巴巴-W(09988)发布截至2025年9月30日止3个月第二季度业绩，该集团取得总收入人民币2477.95亿 元(单位下同)，同比增加5%;归属于普通股股东的净利润209.9亿元，同比减少52%;归属于普通股股东的 每股基本收益1.13元。 于2025年上半年，该集团取得总收入4954.47亿元，同比增加3.27%;归属于普通股股东的净利润641.06亿 元，同比减少5.92%;归属于普通股股东的每股基本收益3.45元。 剔除非现金股权激励费用、投资的收益(损失)、商誉和无形资产减值及若干其他项目，截至2025年9月 30日止三个月的非公认会计准则净利润为103.52亿元，相较 2024年同期的365.18亿元下降72%，主要归 因于对即时零售、用户体验以及科技的投入，部分被阿里巴巴中国电商集团的双位数收入增长、云业务 的持续增长所带来的经营业绩改善，以及多项业务运营效率的提升所抵销。 截至2025年9月30日止季度，AIDC经调整EBITA盈利1.62亿元，主要由物流优化和投入效率共同提升所 致。速卖通Choice业务的单位经济效益持续显著改善。 本季度，AIDC收入同比增长10%至347.99亿元。 ...

Core Insights - Alibaba's core business revenue continues to show strong growth, with AI revenue increasing its share in external cloud commercialization [1] - Customer management revenue has grown by 10% year-on-year [1] - The company is investing profits and free cash flow into future initiatives, anticipating short-term fluctuations in profitability [1] - Over the past four quarters, Alibaba's capital expenditure on AI and cloud infrastructure has reached approximately 120 billion RMB [1]

Market Overview - U.S. stock futures showed slight declines, with Nasdaq 100 down approximately 0.19%, S&P 500 down around 0.10%, and Dow Jones down about 0.13% following a strong performance in the previous session [2] - The S&P 500 climbed 1.55% to close at 6,705.12, the Nasdaq Composite surged 2.69% to settle at 22,872.01, and the Dow Jones gained around 202.86 points, or 0.44%, to end at 46,448.27 [3] Economic Indicators - Key economic reports are anticipated, including October's U.S. retail sales and Producer Price Index (PPI) readings, which are crucial for assessing inflation and consumer spending [4] - Upcoming reports include October Durable Orders, November Chicago PMI, October New Home Sales, and October Personal Income and Outlays [4] Company Performance - Alphabet (GOOGL) shares rallied over 6% following the announcement of its upgraded AI model, Gemini 3 [5] - Other AI-related companies saw strong performance: Broadcom surged 11.1%, Micron Technology gained about 8%, Palantir Technologies rose 4.8%, and Advanced Micro Devices advanced 5.5% [5] - Alibaba Group shares surged 5.1% after announcing its AI app, Qwen, had 10 million downloads in its first week [6] - Novo Nordisk shares tumbled 5.6% after a clinical trial for its Alzheimer's treatment failed [6] - Corporación América Airports shares gained 1.6% after reporting third-quarter revenues that beat estimates [6] Market Sentiment - There is a growing expectation of a Federal Reserve interest rate cut in December, with traders betting on an 85% probability of a rate cut next month [8] - Recent dovish remarks from Fed officials have contributed to this shift in expectations, positively impacting stock performance despite concerns about AI sector valuations [8]

阿里巴巴第二财季营收2478.0亿元，预估2452亿元。调整后每ADS收益4.36元，预估6.34元。调整后息税折旧及摊销前利润172.6亿元，预估193亿元。调整后净利润103.5亿元，预估168亿元。阿里国际数字商业集团收入348.0亿元，预估378.5亿元。云智能集团收入398.2亿元，预估379.9亿元。（同比大增34%）中国电商事业集团收入1325.8亿，预估1285.3亿元。#行情 阿里巴巴盘前拉升涨近5%。 ...

阿里巴巴集团发布2026财年第二季度财报，对AI+云、大消费两大战略领域的投入持续收获成效，核心 业务加速增长：阿里云收入同比强劲增长34%，AI相关产品收入连续9个季度实现同比三位数增长；即 时零售业务同比增长60%，留存率和客单价双双提升，UE显著改善，业务规模扩大，带动淘宝App月活 跃消费者快速增长。 ...

Core Insights - Alibaba Group reported a significant decline in net cash flow from operating activities for Q2 of fiscal year 2026, amounting to RMB 10.099 billion, a decrease of 68% compared to RMB 31.438 billion in the same period of 2024 [1] Financial Performance - The decline in free cash flow is primarily attributed to the company's ongoing investments in instant retail business and increased capital expenditures related to cloud infrastructure to support business development [1]